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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,056 | $159,978+0.7% | $147,041+9.5% | $145,978+10.3% |
| Participation rate | 22.7% | 84.0%-61.3pp | 82.2%-59.4pp | 80.3%-57.6pp |
| Annual return | 14.97% | 98.36%-83.4pp | 419.21%-404.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,929 | $8,429-65.2% | $8,071-63.7% | $6,690-56.2% |
| Admin fee / account holder | $162 | $15,053-98.9% | $13,006-98.8% | $13,400-98.8% |